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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-05 |
Branch Locations
6990 Columbia Gateway Drive Suite 250, Columbia, MD 21046 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence Law Group, Llc | Columbia | MD | 12/2020 | Present |
| Halpin Law Firm | Clarksville | MD | 09/2014 | 09/2019 |
| Unemployed | Columbia | MD | 10/2019 | 12/2020 |
| Integrity Advisory Solutions | Urbandale | IA | 05/2025 | Present |
1. Seton Wealth Management. LLC; investment-related; 6990 Columbia Gateway Drive #250, Columbia, Maryland, 21046; DBA for securities business; Investment Adviser Representative; 05/05/2025; 0 hours per month; 0 hours during securities trading hours; Provides Advisory Services 2. American Academy of Estate Planning Attorneys; not investment-related; 9444 Balboa Ave. #300, San Diego, California, 92123; Group provides business coaching regarding estate planning; Member; 05/15/2018; 0 hours per month; 0 hours during securities trading hours; Member 3. Providence Law Group, LLC; not investment-related; 6990 Columbia Gateway Drive #240, Columbia, Maryland, 21046; Owns an estate planning law firm; Attorney/owner; 12/02/2019; 173 hours per month; 130 hours during security trading hours; Meet with clients to assist with estate planning needs 4. American Academy Wealth; investment-related; 6990 Columbia Gateway Drive #250, Columbia, Maryland, 21046; DBA for securities business; Investment Adviser Representative; 05/05/2025; 0 hours per month; 0 hours during securities trading hours; Provides Advisory Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-05 |
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